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IFG

Independent Financial Group Portfolio holdings

AUM $4.46B
1-Year Est. Return 29.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
+$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.81M
3
+$1.63M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.55M
5
ASML icon
ASML
ASML
+$1.38M

Top Sells

1
+$4.76M
2
+$4.66M
3
+$2.38M
4
BX icon
Blackstone
BX
+$2.19M
5
NVDA icon
NVIDIA
NVDA
+$1.93M

Sector Composition

1 Technology 11.99%
2 Financials 5.77%
3 Consumer Discretionary 5.29%
4 Healthcare 4.11%
5 Real Estate 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$57.9M 4.98%
597,551
-49,034
2
$53.8M 4.62%
1,134,647
-19,476
3
$44.6M 3.83%
907,639
+45,503
4
$41.7M 3.59%
321,170
+5,674
5
$24.2M 2.08%
100,937
+1,024
6
$22.5M 1.94%
1,543,010
-131,820
7
$20.3M 1.74%
76,054
+3,577
8
$19.9M 1.71%
51,932
+2,731
9
$19.8M 1.7%
235,589
+5,052
10
$17.9M 1.54%
93,441
+3,126
11
$13M 1.12%
297,378
+35,536
12
$10.3M 0.89%
83,724
+3,869
13
$9.87M 0.85%
133,051
-25,358
14
$9.24M 0.79%
165,220
+520
15
$9.21M 0.79%
190,275
+8,345
16
$8.32M 0.72%
93,777
+1,581
17
$7.91M 0.68%
17,334
+1,113
18
$7.4M 0.64%
422,753
+52,416
19
$7.31M 0.63%
19,018
-2,087
20
$7.19M 0.62%
163,770
+4,427
21
$6.78M 0.58%
212,991
-12,488
22
$6.45M 0.55%
58,502
-3,272
23
$6.44M 0.55%
456,968
+5,096
24
$6.35M 0.55%
76,465
-6,331
25
$6.27M 0.54%
51,669
-1,690
1
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